Bill Ackman Pershing Square Capital Management
AUM
$13.7B
Bill Ackman is the founder and CEO of Pershing Square Capital Management, a New York–based hedge fund. He employs an activist investing approach, seeking to influence the management and direction of the publicly traded companies in which he invests. Frequently in the public eye, Ackman has been noted for both high-profile successes and controversies, such as his well-known short position in Herbalife.
This Quarter Return
+9.85%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$8.38B
AUM Growth
+$8.38B
(+1.8%)
Cap. Flow
-$526M
Cap. Flow
% of AUM
-6.28%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
11
New
4
Increased
–
Reduced
1
Closed
2
Top Buys
| 1 |
Element Solutions
ESI
|
$635M |
| 2 |
AIV
Aimco
AIV
|
$113M |
| 3 |
AGN
ALLERGAN INC
AGN
|
$74.1M |
| 4 |
HME
HOME PROPERTIES, INC
HME
|
$28.5M |
Top Sells
| 1 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$762M |
| 2 |
GGP
GGP Inc.
GGP
|
$554M |
| 3 |
Procter & Gamble
PG
|
$60.2M |
Sector Composition
| 1 | Materials | 36.77% |
| 2 | Industrials | 30.81% |
| 3 | Consumer Discretionary | 12.16% |
| 4 | Consumer Staples | 11.6% |
| 5 | Real Estate | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Canadian Pacific Kansas City
CP
$70B
| $2.58B | 30.81% | 17,159,888 | – | – |
|
2
Air Products & Chemicals
APD
$65.5B
| $2.45B | 29.19% | 20,549,076 | – | – |
|
|
BKW
3
DELISTED
BURGER KING WORLDWIDE
BKW
| $1.02B | 12.16% | 38,387,865 | – | – |
|
|
BEAM
4
DELISTED
BEAM INC COM STK (DE)
BEAM
| $972M | 11.6% | 11,668,545 -9,150,000 | -44% | -$762M |
|
|
5
Element Solutions
ESI
$6.21B
| $635M | 7.58% | +33,333,330 | New | +$635M |
|
6
Howard Hughes
HHH
$4.5B
| $509M | 6.08% | 3,568,017 | – | – |
|
|
AIV
7
Aimco
AIV
$1.11B
| $113M | 1.35% | +3,749,393 | New | +$113M |
|
|
AGN
8
DELISTED
ALLERGAN INC
AGN
| $74.1M | 0.88% | +597,431 | New | +$74.1M |
|
|
HME
9
DELISTED
HOME PROPERTIES, INC
HME
| $28.5M | 0.34% | +473,778 | New | +$28.5M |
|
|
10
Procter & Gamble
PG
$368B
| – | – | -739,605 | Closed | -$60.2M |
|
|
GGP
11
DELISTED
GGP Inc.
GGP
| – | – | -27,624,282 | Closed | -$554M |
|